Aktiesnakken — Marts 2012
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kører BDI ikke meget pænt op p.t?
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After Johnson & Johnson (JNJ) reported positive data for its Zytiga from a Phase III trial, Roth Capital believes that expansion of Zytiga's use may be perceived as a significant threat to Dendreon's (DNDN) Provenge. The firm thinks the data represents a significant headline blow to Provenge, and it lowered its target on Dendreon to $12 from $14 while maintaining a Neutral rating.
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812? er det ikke kun 798?
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men det er bedre end 700
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D/S Norden er profitabel stadig
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ja sikke en forskel fra Torm!
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Norden får meget bedre rater end spotpriserne. Nordens finansielle styrke gør også at de er meget mere attraktive at lave langtidskontrakter med, da der ikke er nogen spekulation eller fare for at de ikke eksistere til at opfylde kontrakten, som der jo er ved visse andre selsakber i branchen (fx. torm)
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jeg vil tro bava vil ikke blive særlig påvirket af DNDN fremover da Zytiga, målrettet patienter med prostatacancer ligesom Bavarian Nordics lægemiddelkandidat prostvac, som selskabet er ved at udvikle, ligesom det også konkurrerer med Dendreons middel Provenge.
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